Versions Compared

Version Old Version 9 New Version Current
Changes made by

support_howto

support_howto

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Users: A User Login can be created so an individual can login to the Repax System. The role of the user can vary, but could be one of the roles as listed below.

...

Overview

Users & Groups is a feature in ResPax that enables you to add/manage user accounts and permissions within the system. You can create and maintain individual user logins, assign permissions to user groups, and control which tours specific users or groups are allowed to access and manage.

Guests are not managed in this section. To view or manage guests, refer to the Guest List section.

The main features are:

  • Users - Add user accounts and login credentials for agents, staff, crew, the public, and operators within the system.

  • Groups - Set and manage permissions by creating groups, which can then be assigned to users for streamlined access control.

  • Lookups- Define specific permissions at the tour level, ensuring users have appropriate access based on their roles.

Definitions - Users and Groups and Lookups

Info

Users: You can add a user login to allow individuals to access the ResPax System. Users can belong to one of the below 5 roles. Once created, these user logins will appear as type-ahead and dropdown options throughout ResPax booking forms and maintenance screens.

Role Definitions

Agent = A User with a username and password who can book online through ResWeb, OBE, and user mappings for RON OTA's.
Staff = Reservations Users and Tour Maintainerswho handle reservations and maintain tour details.
Operator = 3rd party access to maintain resources only for tours operated by themA third-party user who has access solely to manage resources for tours they operate.
Crew = non Reservations Non-reservation staff, such as Drivers drivers and guides that , who need access to Manifestsmanifests, check-in, and boarding, but no access to change do not have permissions to modify bookings and tours.
Public = used Used for direct public direct bookings, tied to sites, to display correct associated with websites to display accurate RRP prices , and track web-based bookings.

Within User Groups are the permissions the group has access to. The list is extensive and the description of the Permission is included on the page as a guide to assist staff making changes. The permissions are grouped into cards for Maintenance, Manager Override, and Visibility

Info

Groups:Within User Groups are the permissions the group has access to. Some of the common groups are listed below. You can create your own customized group if you wish as well Users can be assigned to specific groups, each with distinct permissions based on the group's configuration. By default, there are 6 predefined groups. These 6 default groups are suggestions only and can be removed. You also have the option to create custom groups and tailor permissions to your needs.

Front Counter

Finance

Third Party Operator

Phone Reservation

ResPax Champion

Lookups are lists created and maintained by a Staff User. Once created, they can be used as type-ahead and dropdown lists throughout ResPax booking forms and maintenance screens. The User Group list comes with 6 User Groups by default. Examples may include: Front Counter, Finance, Third Party Operator, ResPax Champion. A Staff User can add new User Groups and edit existing User Groups.

ResPax Administrator On Site

Finance

Info

Lookups: These Lookup Groups filter visibility of tours on the Tour List, Permissions at the tour level that determine which groups of users can manage specific tours based on their area or role. These settings are linked to both Tour Codes and Groups, ensuring users have the appropriate access. The lookups are divided into two subcategories:

Group Names = Defines the primary user groups.

Sub Group Names = Further categorizes users within groups for more granular control.